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[BUSINESS] · United States · 2 sources

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Financial Advisory Firms Open New Offices in North Carolina and Tennessee

Edward Jones established a shared office for advisors Julie Kelly, Mike Baer and Brad Pomeroy in the North Hills area of Raleigh, North Carolina, highlighting a shift toward team‑based wealth management and expanded planning services.

Evolve Financial Advisors opened a new location at 818 E 10th Street in Cookeville, Tennessee, after a ribbon‑cutting ceremony hosted by the Cookeville‑Putnam County Chamber of Commerce. The firm emphasized its focus on personalized retirement, investment, college, insurance, and estate planning for individuals and families.

Both openings reflect regional growth in financial‑services firms seeking larger spaces to deliver comprehensive, client‑centered advice.

Entities

Brad Pomeroy · Edward Jones · Evolve Financial Advisors · Julie Kelly · Mike Baer